Wealth-Preservation-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
562
Total Value
58484130
Accession Number
0001968434-25-000002
Form Type
13F-HR
Manager Name
Wealth-Preservation-Advisors
Data Enrichment
83% identified
467 identified95 unidentified

Holdings

562 positions • $58.5M total value
Manager:
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775109200
Shares:77
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$58.5M)
42824C208
Shares:43
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$58.5M)
COLUMBIA BANKING SYSTEM, INC.
Shares:82
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$58.5M)
APPLIED MATERIALS INC /DE
Shares:14
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$58.5M)
Essential Utilities, Inc.
Shares:51
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$58.5M)
92206C649
Shares:15
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$58.5M)
Rexford Industrial Realty, Inc.
Shares:50
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$58.5M)
TC ENERGY CORP
Shares:41
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$58.5M)
DOW INC.
Shares:55
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$58.5M)
VAIL RESORTS INC
Shares:12
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$58.5M)
46434G848
Shares:53
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$58.5M)
Norwegian Cruise Line Holdings Ltd.
Shares:100
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$58.5M)
Clarus Corp
Shares:502
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$58.5M)
Concentra Group Holdings Parent, Inc.
Shares:86
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$58.5M)
CENOVUS ENERGY INC.
Shares:132
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$58.5M)
922042858
Shares:40
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$58.5M)
ROYAL BANK OF CANADA
Shares:16
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$58.5M)
MARTIN MIDSTREAM PARTNERS L.P.
Shares:500
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$58.5M)
SELECT MEDICAL HOLDINGS CORP
Shares:107
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$58.5M)
52978C201
Shares:6.5K
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$58.5M)